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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,846 | $45,119-78.2% | $85,126-88.4% | $74,429-86.8% |
| Participation rate | 23.5% | 49.4%-25.9pp | 67.5%-44.0pp | 67.2%-43.7pp |
| Annual return | 15.32% | 26.28%-11.0pp | 66.63%-51.3pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $357 | $1,460-75.5% | $2,731-86.9% | $2,625-86.4% |
| Participant deferral / active EE | $989 | $2,738-63.9% | $4,523-78.1% | $4,348-77.2% |
| Admin fee / account holder | $510 | $2,214-77.0% | $6,160-91.7% | $1,944-73.8% |